Jack Lyon

Setting Up Book Pages

Two weeks ago, I explained how to calculate page margins when typesetting a book in Microsoft Word. I neglected, however, to explain how to set up the pages themselves. So here goes.

For most books, you'll need three different page layouts:

1. The first page of a chapter.

2. A left (verso) page.

3. A right (recto) page.

Dedicated typesetting programs allow you to set these up using "master pages" that act as page templates. Word lacks such a feature but still makes it possible to set up different kinds of pages. Here's how:

1. Create a new Word document.

2. Click File > Page Setup. On a Macintosh, click the "Margins" button.

3. Click the Layout tab. Notice that the preview shows only one page.

4. Under "Section start," select "Odd page" if you want every chapter to start on the traditional odd page, or "New page" if you want to let the chapters fall where they may. Yes, you can start chapters on even pages if you insist.

5. Under "Headers and footers," put a checkmark in the boxes labeled "Different odd and even" and "Different first page." The preview now shows two pages. Hey, this is starting to look like a page layout!

6. Go back to the Margins tab.

7. Notice that you can set margin size for top and bottom, left and right. In Word 2002 or later, under "Pages," select "Mirror margins" from the dropdown list. In Word 97, 98, 2000, or 2001, put a checkmark in the box labeled "Mirror margins." Notice that "Left" and "Right" have become "Inside" and "Outside."

8. Set the margins for your pages. (You can include extra for the gutter if your printing needs require it, but I try to avoid this.) See the newsletter for January 28 for more information:

http://www.topica.com/lists/editorium/read/message.html?mid=1715887587

9. Click the OK button to put your decisions into effect.

Next week: Setting up headers and footers.

_________________________________________

READERS WRITE

I had some interesting responses to last week's feature article, "Size and Zoom." Some readers misunderstood (or I miscommunicated). The point of the article wasn't "Here's how to size your Word window." It was "Hey! Size your Word window!" Apologies to those who thought the article was too elementary.

And many thanks to Dan A. Wilson and Eric Fletcher, expert editors both, who sent the following useful messages:

Dan wrote:

I think your position is the right one: it isn't a matter of TELLING people HOW TO ADJUST, but of REMINDING them TO REMEMBER to resize or zoom, or both. I, too, have seen countless cases of tennis-match-spectator neck syndrome caused by the use of a newly purchased monitor at full display max. Especially now that LCDs are so widely in use, it's important that users learn to adjust window sizes.

Almost all of my programs except Word and my browsers now run in windows that show my desktop wallpaper behind them on all four sides, because running them any larger than that on a 19" LCD is just plain silly unless you're viewing them from across the room. In Word, I either run single document pages at 80 to 90 percent zoom, or side-by-side pages at 75 percent, and the displays of the latter are STILL larger than those of pages at maximized display and 100 percent zoom on my 17" CRT on the other desk.

The advantage of the larger monitors today is that you can display MORE; using them to display the same old stuff LARGER is pointless for most programs, and an invitation to whiplash injuries.

Large LCD monitors have very high native resolution settings, and are optimized for those settings. Running a 17" LCD monitor at a resolution of 800 x 600 is not only bad for the monitor but bad for the eyes: even the best image available at that resolution on such a monitor will be fuzzy.

I use a 19" LCD with Word windows maximized but with my zoom set to 90% normally. Gives me a slightly larger-than-lifesize view of the page.

Most of the time, though, I use the taskbar right-click control to Tile Windows Vertically, so that I can have two different docs or two different views (or versions) of the same doc open side-by-side, each with its own toolbar. I set the zoom for each doc to 75% then, and the page on the screen is still about the size of an 8.5 x 11 sheet. This is great when I want to check text against the Biblio for presence and identity of entry info, for instance.

Eric Fletcher wrote:

One of my favorite techniques to pass on to friends with similarly-aging eyes is to use the mouse scroll wheel to zoom in and out. Most Microsoft applications will zoom in and out when the CTRL button is pressed while rolling the wheel. I'm not sure what the Mac equivalent is but I assume there would be one.

In "Normal" view with wrap to window on, zooming in increases the font size and wraps the text in whatever size window you have available. Zooming to a much larger size temporarily is great to be able to differentiate between accents or footnote numbers.

In "Print" view, zooming way out to 10% lets you see thumbnails of many pages at once (15x7 with my current monitor settings). You can't read anything of course, but you can get somewhere within the document very quickly if you recognize the structure (say for chapter starts, tables of contents, tables, or graphics): just click in the page and zoom in.

The other use I've found for this capability recently is in conjunction with the "find all" capability for either Find or select all in the style task pane. When elements are selected--and therefore highlighted--many will be off the current screen. If you zoom out, you can see more selections at once. Of course, clicking to be able to zoom in removes the selection highlight but since both the Find dialog and task pane are modal, it is easy to reinstate the highlights to see any local to where you clicked.

_________________________________________

RESOURCES

Want to more about book design and page layout? Here are a couple of good places to get started:

Jacci Howard Bear's graphic design tutorials and procedures:

http://desktoppub.about.com/cs/graphicdesign/

John Magnik's typography and page layout tutorials:

http://www.typography-1st.com/typo/txt-lay.htm

Size and Zoom

I recently noticed that one of my colleagues, a fellow editor, was reading a document set in 10-point type, with the lines running all the way across his giant 21-inch monitor. He was having a terrible time "tracking" from the end of one line to the beginning of the next, and he was squinting, bending forward in his chair, and generally looking miserable.

"Why don't you shrink the window?" I asked.

"What?" he said.

"Size the window so it's not so wide. You'll be able to read more easily."

"How do I do that?" he asked.

"You know those three little boxes on the upper right? The left one minimizes the window, and the right one closes it."

"Yes."

"The middle one makes it so you can size the window." [As you've noticed, my colleague was using a PC. On a Macintosh, you can just grab the lower right of a window and size to your heart's content.]

"Show me," he said.

I took the mouse and clicked the middle "Restore" button (which looks like two cascading windows). Then I positioned the mouse pointer on the right-hand border of the window, pressed and held the left mouse button, and sized the window to about six inches across.

Next, I clicked View > Zoom and bumped up the Zoom size to 200 percent.

"How's that?" I asked.

"Lots better," he said.

If you usually edit a document with the Word window stretching all the way across your screen, you might want to change your strategy. If you were designing a book, you probably wouldn't allow a line length of more than about 24 picas (four inches). Otherwise, the text would be too hard too read. You won't torture your readers, so why torture yourself?

Another thing: If you work with a wide, wide window, you'll find yourself scrolling and scrolling and scrolling back and forth on a line. If your window is relatively narrow, you can often move to a certain word by scrolling one or two lines down (a keystroke or two) rather than 50 characters across. You may not realize how much time you spend scrolling through text, but it does add up.

Finally, remember that you don't have to look at text in its actual size. Zoom was invented for a reason. Go ahead, make your text so you can read it from six feet away. Amaze your friends. Make your life easier. That's what all these tools are for.

_________________________________________

RESOURCES

In 2001, I wrote a couple of articles about using sample text while designing a book or generally experimenting with Word:

http://www.topica.com/lists/editorium/read/message.html?mid=1705763701

http://www.topica.com/lists/editorium/read/message.html?mid=1705865120

But if you're tired of lorem ipsum and that quick brown fox, you might be interested in the ungreek.toolbot engine, an online tool that gives you the option of several different source texts from which to generate sample (gibberish) text, including the Rubaiyat, Jane Eyre, the Tao Te Ching, and the Critique of Pure Reason (in German). It's fun to play with, and useful, too:

http://ungreek.toolbot.com/

Calculating Page Margins

In past newsletters, I've sometimes discussed aspects of typesetting in Microsoft Word:

http://www.topica.com/lists/editorium/read/message.html?mid=1708754845

http://www.topica.com/lists/editorium/read/message.html?mid=1708956278

http://www.topica.com/lists/editorium/read/message.html?mid=1711888513

http://www.topica.com/lists/editorium/read/message.html?mid=1711932079

http://www.topica.com/lists/editorium/read/message.html?mid=1712050217

One item I haven't addressed is how to calculate page margins *for publication,* which is not the same as just clicking File > Page Setup and putting in some numbers. If you needed to set up page margins for a printed book, for example, you'd need to set your margins to accommodate the size of your page and the text block on your page. This is not the same as *paper* size, which we'll say is 8.5 by 11 inches, a U.S. standard.

Let's say you want your *page* size (the size of your book) to be 7.5 by 9 inches. Here's what you'd do:

1. Calculate the margins you'd need to set to obtain the trimmed page size. (If you were using crop marks, this would be the measurement between them and the edge of the paper.)

- For the side margins, 8.5 minus 7.5 equals 1 inch. Divide that inch in half because, by golly, you have two side margins. That gives you a margin of .5 inch on each side of the page.

- For the top and bottom margins, 11 minus 9 equals 2 inches, divided in half equals a 1-inch margin for top and bottom.

2. Calculate the space from the edges of your *text block* to the top, bottom, and sides of your page. For convenience, let's say you're going to have 1 inch all around, but you could make those measurements anything you wanted. If it's 1 inch, then you'd just add 1 inch to the side margins, making 1.5 inches for each, and 1 inch to the top and bottom margins, making 2 inches for each.

4. Finally, click File > Page Setup and set your margins according to your calculations: side margins should be 1.5 inches, and top and bottom margins should be 2 inches.

Now when you type in your text, you'll get a text block of, let's see, 8.5 - (1.5 + 1.5) = 5.5 inches wide, and 11 - (2 + 2) = 7 inches high.

Depicted graphically (sort of), here's what we've created:

-----------------

| ------------- |

| | --------- | |

| | | xxx xxxx| | |

| | |xx xxx xx| | |

| | |xxx x xxx| | |

| | |x xx xxxx| | |

| | | xxxx xxx| | |

| | |xx xxx xx| | |

| | |xxx x xxx| | |

| | --------- | |

| ------------- |

-----------------

The smallest box, in the middle, is the text block, 5.5 by 7 inches.

Out from that is the trim size (page size), 7.5 by 9 inches.

And the outside border, of course, is the paper size, 8.5 by 11 inches.

You can adjust the position of header and footer on the page by modifying their paragraph style to include space before and after as needed.

If you need to add crop marks, you should check out our WordSetter program, which will create them for you--yes, even in Microsoft Word:

http://www.editorium.com/14000.htm

http://www.editorium.com/wordsetter/TH_10.htm

Thanks to Dorian Cougias for suggesting this topic.

_________________________________________

READERS WRITE

Autoformatting in Tables

Steve Hudson wrote:

You cannot add new table types to the Table Autoformat list, nor can you edit existing ones.

HOWEVER, you *can* get many more autoformat layouts by setting various properties of the autoformat to FALSE. For example, setting them all to false for table style normal gives you an invisible (borderless) table. By using grid with no first column, font changes, or first row, you get a nice boxed grid. You can also set the default line width for tables as well.

Anything more complex has to be handled by first inserting a table and then styling it up via macro. Ninety-nine out of a hundred times, this is accomplished by styling the table, then styling the first row, then styling the first column.

In Word XP we get table styles (they are making styles even more abominable by giving us different flavours), so I am guessing it MAY be possible to set autoformats of your own to a greater degree. Until they work properly however, I ain't investigating them.

An extract from my Word Spellbook (available from http://www.wordheretic.com):

Auto-formatting or custom default tables (Word 2000)

Highly specialized custom formats are difficult (when not impossible) to do. Very simple formats are somewhat easier and more likely to succeed. If you are prepared to bend your style guide to what is possible and what is not, you can get some satisfactory automatic results without having to resort to macros.

You can also just use Autotext entries to store a pre-formatted table in--you can drag these Autotext entries onto a menu if required.

As a quick aside, when dealing programmatically with tables, there are two subtle tricks. One is the .range.cells(n) object that serializes all the cells in the selected range. This tables(1).range.cells(k) is an easier way to address the collection. Secondly, you can do groovy table stuff via the selection object that you can't via a range . . .

Back to the plot. Inspect the Insert Table > AutoFormat dialog. To get all your tables inserted with invisible borders, select the simple 1 format and CLEAR all the little checkboxes. Viola! Problem solved.

Whatever rows and columns I give it will be the default that is used from there on in when I tick "Use this as the default style."

To extend this concept, you are NOT limited to JUST the formats presented. You can also use just parts of them! We did this above and used NO PARTS to give us NO styling--or an auto-invisible table.

For example, many people could get away with Grid 5 with the font option cleared to make themselves a nice grid.

________________________

Rob Little wrote:

First, in 2002, any new table style becomes a table autoformat (it shows up in the table autoformat dialog).

Second, as for basing your table style on an empty style, use "Table Normal." Table normal is statically defined (like "Default Paragraph Font" for character styles) and cannot be changed by any user. (This is different than the "Normal" paragraph style which can be edited by users). "Table Grid" is the default table style because it includes a Grid border (among other things).

Here are a couple of things to know about table styles:

* Table styles cannot define "structural" elements of a table (merging of cells, etc). This means they cannot define the width of cells or the height of rows (changing the width of cells from row to row implicitly merges cells, for example).

* All table autoformats in Word 2002 are Table Styles and can be customized by the user. (New styles can be based on them, too.) Conversely, this means that anything you see done in the table autoformats can be built from scratch through the table styles user interface.

* Table styles define character, paragraph, and table/cell/row properties. These properties are evaluated *before* the paragraph style's properties (order of calculation is TableStyle + ParaStyle + CharStyle + DirectFormatting = Calculated Properties). For example: If your table style defines the "Whole Table" as being "Arial," then you'll see "Arial." If you apply a paragraph style that applies "Courier," then "Arial" + "Courier" = "Courier" (because the paragraph style wins).

* When you apply a table style, the character and paragraph properties of the table are *not* reset. This is different than paragraph styles, which reset the character properties of the paragraph before applying the paragraph (with some exceptions). So, if you have a table which has a lot of direct character/paragraph formatting (for example, fonts, sizes, justification, and so on), and you apply a Table Style (or Table Autoformat), that direct formatting will still be there (and will beat any table style properties). If you want to get rid of that direct formatting, select the table and choose Edit/Clear/Formats (or click Clear Formatting on the Styles and Formatting taskpane). This will reset the table contents to just the table style. (You can clear formatting before or after applying the table style; it makes no difference.)

* When you use the "Applies to" part of table styles (this is used in almost all autoformats), you are telling Word to run a set of rules against your table when it applies formatting. For example, if you tell it to format the "First Row" with bold text, then every time the table changes, Word makes sure to format the first row with bold text--even if a new first row is inserted. In Word 2000 and before, the table autoformats were "static"--once the last row (for example) was formatted, if you inserted a new last row, you would end up with 2 rows looking like the last row. In 2002, the last row recalculates, and you get just one last row. This allows things like banding (every other row shaded, for example).

* There is a delicate interaction between table styles and the Normal style. Recall that the paragraph style is applied on top of the table style. This means that any formatting you have in your Normal style will almost always override your table style formatting (I say almost because not *all* styles are based on "Normal"). For example: If your Normal style has "Arial" in it, and you apply a table style that defines "Courier," you will see Arial. The paragraph style wins. There is a way around this, but it would take some space to explain, so I'll provide the solution if people ask for it (or I could leave it as an exercise for the reader). Are there really people still reading at this point?

* Because of the interaction between the Normal style and table styles, there is an even more delicate interaction with font sizes. First, you just plain can't force the table to use 10-point text. If you set the table style to 10 points, it won't apply it. I really don't want to try to explain why.

That's all I can think of off the top of my head. I think everything above is accurate, but it's late and its entirely possible that I flubbed something up. Feel free to send me comments or corrections and I'll incorporate them.

Thanks to Steve and Rob for all of this useful information.

_________________________________________

RESOURCES

I recently changed my Web browser's home page from Google to Refdesk.com. Why? Because Refdesk includes a Google search box *and* a bunch of useful references that I've already had occasion to use in editing. Maybe you'll find it helpful too:

http://www.refdesk.com/instant.html

Comments to Text

I've been asked by several readers if there's a way to convert Word comments (Insert > Comment) to document text. It depends on what "convert" means. If you just need to get the text of a bunch of comments, you can open the Comments pane (View > Comments), select all, copy, and then paste to a new document. Easily done.

If you want to turn comments *into* text in the document where the comments live, here's a macro that will do the job:


Sub Comments2Text()
Dim objComment As Comment
For Each objComment In ActiveDocument.Comments
objComment.Reference.InsertAfter " <" & objComment.Initial _
& ": " & objComment.Range.Text & "> "
objComment.Delete
Next
End Sub

If you don't know how to use macros like that one, you can find out here:

Before running the macro, be sure to back up your document, just in case.

As written, the macro puts the initials and text of each comment, in angle brackets, into the document text and then deletes the comment.

If you don't want to use angle brackets, you can change them to some other character or string of characters by modifying the following two lines (note that there's a space before and after the brackets, which you can omit if you like):


objComment.Reference.InsertAfter " <" & objComment.Initial _
& ": " & objComment.Range.Text & "> "

If you don't want to delete the comments, just remove this line:


objComment.Delete

If you wanted to, you could use parentheses--


objComment.Reference.InsertAfter " (" & objComment.Initial _
& ": " & objComment.Range.Text & ") "

--and then use our NoteStripper program to turn the parenthetical comments into footnotes.

You could also use our Puller program to pull items in brackets or parentheses into another file.

Finally, you could format items in angle brackets (or other delimiters) to make them stand out from text. Red would be nice. Here's how:

1. Back up your file, just in case.

2. Click Edit > Replace.

3. In the Find What box, enter this:

<*>

4. In the Replace With box, enter this:

^&

5. Click the More button if it's there.

6. With your cursor in the Replace With box, click Format > Font > Font color > red.

7. Click the OK button.

8. Put a check in the Use Wildcards box.

9. Click the Replace All button.

All of your bracketed comments should now be red.

You can learn more about searching with wildcards in my free paper, "Advanced Searching in Microsoft Word," which you can download here:

Thanks to Jenn Morris for suggesting this topic.

_________________________________________

RESOURCES

Visual Thesaurus provides a revolutionary way to see words in relation to other words. Fascinating, fun, and useful, all at the same time:

Autotext Toolbar

Microsoft Word's AutoText feature provides an easy way to store and then reuse text, graphics, fields, tables, bookmarks, and other items. For example, this newsletter includes the same "Fine Print" section every week. All I have to do is save that text as an AutoText entry, and I can easily insert it in the newsletter without retyping, copying, or pasting. Think of AutoText as your boilerplate library.

You can create, delete, and work with AutoText entries by clicking Insert > AutoText > AutoText. But the AutoText toolbar gives you quick access to AutoText entries that you use a lot. Since I work in a publishing house, I'm thinking particularly of manuscript markup tags or typesetting codes, as explained here:

http://www.topica.com/lists/editorium/read/message.html?mid=1711132842

To display the AutoText toolbar, click View > Toolbars > AutoText. You can identify the toolbar among your many others by its wide button labeled "All Entries."

HD1Now, need to insert a Heading code? Click "All Entries" on the AutoText toolbar. Then click "Heading Tags." Then click "Heading 1" to insert the Heading 1 tag. What? You don't *have* an entry for "Heading Tags"? Let's fix that right now:

1. Create a paragraph style called "Heading Tags." Strange as it may seem, Word uses the style of the text you select as the group name for AutoText entries you create.

2. Type the text you want to store as an AutoText entry--HD1, for example.

3. Apply your new "Heading Tags" style to that text.

4. Select the text.

5. On the AutoText toolbar, click the "New" button.

6. Enter a name (at least five characters) for your AutoText entry--"Heading 1," in this case.

7. Click the "OK" button.

There, you've now got a "Heading Tags" group, and within that group you've got a listing for "Heading 1." Here's how to use them:

1. On the AutoText toolbar, click "All Entries."

2. Click "Heading Tags."

3. Click "Heading 1."

Presto! "HD1" appears in your document, formatted with the style you originally gave it. That's kind of neat, because it means you can make different text levels stand out by defining the style to use a specific font or color.

If you don't *want* your code to be formatted with a style, just format your text with the Normal style before creating your AutoText entry. Your entry will then appear under "Normal" when you click "All Entries" on the AutoText toolbar.

Think this might be useful? Good!

_________________________________________

RESOURCES

MicroType provides a free typographic ruler that you can download and print on transparent film. Then you can place it over printed copy to determine font sizes, line spacing, and rule weights.

http://www.microtype.com/typometer.html

Notes to Bibliography

I'm often faced with the task of creating a bibliography for a book I'm editing, but I hate typing in all those entries from scratch. Lazy fellow that I am, I've figured out an automated way to turn parenthetical notes into bibliography entries. It's longish, but it sure beats doing it by hand. You may need to modify the procedure a bit to fit your own needs. Still, this article will give you the general idea.

Let's say we've got a document full of parenthetical notes, like this one:

(Jack M. Lyon, Total Word Domination [PocketPCPress, 2001], 121.)

The first thing we need to do is get all the notes out of there so we can turn them into bibliography entries, like this:

Lyon, Jack M. Total Word Domination. PocketPCPress, 2001.

If you need to do this with lots of documents, you'll want to look at our Puller program:

http://www.editorium.com/puller.htm

If you only need to do this with a document or two, you can use this sneaky little method:

1. *Back up your documents* in case anything goes wrong. There, you've been warned.

2. Click Tools > Replace.

3. In the Find What box, enter this:

(*)

4. With your cursor still in the Find What box, click the No Formatting button to remove any formatting that may be applied to the box.

5. In the Replace With box, enter this:

^&

6. With your cursor still in the Replace With box, click the No Formatting button to remove any formatting that may be applied to the box.

7. Click the Format button (you may have to click the More button before it's available) and then Font.

8. Under Effects, put a check in the box of an effect you *know* is not in your document. Shadow should do nicely. You'll probably want to avoid using italic or bold, which probably *are* used in your document.

9. Click the OK button. The Replace With box should now be labeled as "Shadow."

10. Put a check in the Use Wildcards checkbox.

11. Click Replace All.

All of your parenthetical notes will now be shadowed. Isn't that exciting?

Now get rid of everything in your document that's not shadowed, leaving only the parenthetical notes:

1. Click Tools > Replace.

2. Clear any text from the Find What box.

3. Click the Format button and then Font.

4. Make sure the check in the box next to Shadow is *blank*--no checkmark, either black or gray.

6. Click the OK button. The Find What box should now be labeled as "Not Shadow."

7. Clear any text from the Replace With box.

8. With your cursor still in the Replace With box, click the No Formatting button to remove the formatting applied to the box.

9. Remove the check from the Use Wildcards checkbox.

10. Click "Replace All."

Wow, the only thing left in your document is a bunch of shadowed text in parentheses. You want each note to be followed by a carriage return, so if some of them aren't, you may need to put some in:

1. Click Tools > Replace.

2. With your cursor in the Find What box, click the No Formatting button to remove the formatting applied to the box.

3. In the Find What box, enter this:

)

4. In the Replace With box, enter this:

)^p

5. Click "Replace All."

Now you may need to get rid of double returns:

1. Click Tools > Replace.

2. In the Find What box, enter this:

^p^p

3. In the Replace With box, enter this:

^p

4. Click "Replace All."

If you think all of this is too much work, you really should check out our Puller program.

What's next? Well, for starters, let's get rid of our opening and closing parentheses:

1. Delete the parenthesis at the beginning of your first note and the end of your last note.

2. In the Find What box, enter this:

)^p(

3. In the Replace With box, enter this:

^p

4. Click "Replace All."

Now let's get those names transposed:

1. Click Tools > Replace.

2. With your cursor in the Find What box, click the No Formatting button to remove any formatting that may be applied to the box.

3. In the Find What box, enter this:

,( *))

4. In the Replace With box, enter this:

^t1

5. Put a check in the Use Wildcards checkbox.

6. Click "Replace All." There should now be a tab following each name in your document. Please note that if you've got "Jr.," "Sr.," "Ph.D.," and so on with some of those names, you'll need to get the tab *after* the suffixes and make sure your commas are right. Remember that you can use Find and Replace to help you with this.

7. Click Edit > Select All to select all the text in your document.

8. Click Table > Convert > Text to Table.

9. In the dialog box that appears, make sure "Number of columns" is set to 2 and "Separate text at" is set to Tabs.

10. Click the OK button. Your notes are now in two columns, with names in the first one and the bookish stuff in the second one.

11. Use your mouse to point at the top of the first column. A little black arrow should appear, pointing down.

12. Click the left mouse button to select the column.

13. Click Edit > Copy to copy the column.

14. Create a new blank document.

15. Click Edit > Paste. The name column should now be all by itself in the new document.

16. Put your cursor somewhere in column and click Table > Select > Table to select the column.

17. Click Table > Convert > Table to Text.

18. Under "Separate text with," select "Paragraph marks" and click the OK button. You've now got a list of names *not* in a table.

19. Download and install our free NameSwapper macro:

http://www.editorium.com/freebies.htm

20. Run the macro to transpose all those names to last name first. Pretty slick, no? Don't go sorting names or deleting duplicates just yet.

21. You guessed it, click Edit > Select All to select all those transposed names.

22. Click Table > Convert > Text to Table.

23. In the dialog box that appears, make sure "Number of columns" is set to 1 and "Separate text at" is set to Paragraphs.

24. Click the OK button. Your names are now back in a column.

25. Put your cursor somewhere in the column and click Table > Select > Table to select it.

26. Click Edit > Copy to copy the column.

27. Switch back to your main document.

28. Use your mouse to point at the top of the first column. That little black arrow should appear again.

29. Click the left mouse button to select the column.

30. Click Edit > Paste Cells to replace the column with your new one full of nicely transposed names.

Wow, thirty steps! That may be a record. I sure hope I got them all right.

Now let's de-table-fy your notes:

1. Put your cursor somewhere in the table and click Table > Select > Table to select it.

2. Click Table > Convert > Table to Text.

3. Under "Separate text with," select "Other" and put some weird character in the little box. I like to use the tilde character (~), which you'll find on the upper left of your keyboard. Click the OK button to get rid of the table cells and hook your names back up with their notes.

Easy sledding from here, so I won't outline the rest of the steps in detail, but here's the basic procedure:

1. Remove the check from the Use Wildcards checkbox.

2. Find the tildes and replace them with nothing.

3. Find all occurrences of a space followed by an opening bracket ( [) and replace them with a period followed by a space (. ).

4. Get rid of the closing brackets and page numbers by doing a wildcard search for this (yes, this will work on a Macintosh)--

]*[^013]

--and replacing it with this (note the period):

.^p

5. Replace Shadow with Not Shadow.

6. Sort the notes alphabetically and get rid of duplicates, using the automated techniques explained here:

http://www.topica.com/lists/editorium/read/message.html?mid=1702467672

7. Go to the top of your document and type "Bibliography." You'll probably need to do some cleanup, but basically you're done. Now, wasn't that easier than typing all those entries by hand?

To learn more about searching with wildcards, download our free paper "Advanced Find and Replace in Microsoft Word":

http://www.editorium.com/ftp/advancedfind.zip

_________________________________________

RESOURCES

Need more help automating bibliographies and notes? You may want to look at EndNote, a Microsoft Word add-in designed specifically for that purpose:

http://www.endnote.com/enhome.asp

Editing Notes and Text Side by Side

Many of the books I edit in Word are loaded with footnotes, and I've often wished I had a way to see notes and text at the same time while scrolling through them independently. Comes the dawn! It's easy:

1. Open your footnote-laden document.

2. Make sure you're looking at the document in Normal view (View > Normal.)

3. Open your document in a new window by clicking Window > New Window. You'll now have two instances of your document open. Any change you make in one will be reflected in the other, but you can scroll through them independently.

4. Arrange and size your two windows so they're displayed on your screen side by side. (If you have our Editor's ToolKit program, click Windows > Arrange Documents to do this automatically.)

5. In one of the windows (I like the one on the right) open the Notes pane so you can see your notes (View > Footnotes).

6. Use your mouse to grab the divider bar between the Notes pane and the body text. Drag the bar to within about half an inch of the top of your Word window. (If you go too far, the Notes pane will close.) Now most of that window will be taken up by your notes.

7. Use CTRL + SHIFT + F6 to jump back and forth between the two windows while scrolling independently through them to your heart's content.

Now you can see and edit your notes and text at the same time.

You can learn more about Editor's ToolKit here:

http://www.editorium.com/14857.htm

_________________________________________

RESOURCES

Literary Machine is one of the most interesting programs I've looked at in quite a while. If you need a way to store free-form notes and ideas, retrieve them at will, and compile them into a document, Literary Machine may be just what you're looking for:

http://www.literarymachine.com

This powerful program comes in two versions: 2000 and Pro. The 2000 version is free but lacks some of the Pro features, and at $20 the Pro version is a bargain. Both versions have a fairly steep learning curve, but I'd like to share some tips that may make things easier if you're interested in trying the program.

The basic element in Literary Machine is the Item, which is simply an independent text note. Literary Machine is designed to hold lots of these. When you're planning your novel and have a plot idea, you'll create a new Item and type your idea into it. When you have another idea, you'll create another Item and type away.

But how will you find your Items again after you've put them away? Before you put them away, you'll assign one or more Concepts to each Item. Concepts are represented by words in a window on the Literary Machine desktop. Drag a Concept word to an Item, and the Item will be associated with that Concept. Drag a Concept word to the desktop, and the Items associated with the Concept will be displayed as small note cards, which you can move around at will.

The idea of associating Concepts with Items is a little difficult to understand, because it's exactly the opposite of how we usually think. Ordinarily, we think of documents as being *under* a certain category. In Literary Machine, categories (Concepts) are *associated* with documents (Items).

Another idea that's a little difficult to grasp is that Concept words and Concepts aren't really the same thing. Here's why: Let's say you have a bunch of Items that discuss cats and a bunch of other Items that discuss canaries. These Items are categorized appropriately using the separate Concepts "cats" and "canaries." Now let's say you have a single Item that discusses the *interaction* of cats with canaries. Yes, you could file it under "cats" and you could also file it under "canaries." But what if that was the *only* Item you wanted to find among a whole bunch of Items on either cats or canaries? You'd have to create a "hybrid" Concept that contained *both* words, "cats" and "canaries," and assign the new Concept to that Item. Then, when you drop the Concept word "cats" or the Concept word "canaries" on the desktop, this "hybrid" Concept will appear along with the two separate Concepts. If you then drop one of the words (it doesn't matter which) from the hybrid Concept onto the desktop, you'll get *only* the Item that discusses both cats *and* canaries. In other words, a hybrid Concept is a way to file and retrieve an Item by combining Concept words. In computer language, it's an "AND." I want to find *only* the Items that are filed under "cats" AND "canaries." The separate Concepts would find the Items filed under "cats" OR "canaries." Remember, though, that you have to *assign* the hybrid Concept to the Items you want to retrieve rather than just dropping the two separate Concept words on the desktop.

Once you've got the Items in the order you want, how can you save them in that order? That's where Projects come in. You create a Project and add your selected Items to it. Then, by dropping the Project on the desktop, you'll display the same *Items* in the same *order* that you had before. You can export a Project, or multiple Projects (think "chapters"), as a separate file (think "book"). You can arrange Projects hierarchically as folders and subfolders, and if you export a group of Projects as an HTML file, the file will include the Project names as Word Heading paragraph styles.

There's one more way to find stored Items--by using the Find function, just as you would in Microsoft Word or other programs. The Items or Concepts containing the search word will be displayed on the desktop.

The program has many other terrific features, but they'll take time and thought to master. You'll probably find, however, that the result is worth the effort.

Another thing I like about Literary Machine is that its genius (literally) creator, Gunnar Sommestad, is open to suggestions about how the program should work, and he's constantly improving it. I, for one, am planning to support his efforts. In fact, I've created a macro that will convert Word documents to Items in Literary Machine. If you're interested in having the macro, let me know:

mailto:editor [at symbol] editorium.com

Microsoft's Font Properties Extension

If you work a lot with fonts, you'll probably be interested in Microsoft's Font Properties Extension, which will run under Windows 95 or higher (sorry, Mac users).

The extension makes it possible to display information about a font's origin, copyright, and licensing; its hinting and smoothing; whether or not the font can be embedded in a document; and perhaps most important, the font's character set.

Microsoft notes that the extension also "includes version and date information" and "describes the font in terms of number of glyphs, number of kerning pairs, the possible existence of a euro symbol, and the presence of embedded bitmaps within the font."

It's a useful tool, and best of all, it's free. You can learn more here:

http://www.microsoft.com/typography/property/property.htm

_________________________________________

READERS WRITE

John Renish wrote to say that the previous newsletter's macro to fix all caps in text didn't run. I offer my apologies and the corrected macro:

'THE MACRO STARTS HERE
Sub FixAllCapsInText()
'Macro created 10/26/2003 by Jack M. Lyon
'
Selection.Find.ClearFormatting
With Selection.Find
.Text = "[A-Z]{2,}"
.Replacement.Text = ""
.Forward = True
.Wrap = wdFindStop
.Format = False
.MatchCase = False
.MatchWholeWord = False
.MatchAllWordForms = False
.MatchSoundsLike = False
.MatchWildcards = True
End With
Selection.Find.Execute
While Selection.Find.Found = True
Selection.Range.Case = wdTitleWord
Select Case Selection.Range
Case "A", "An", "As", "At", "And", "But", _
"By", "For", "From", "In", "Into", "Of", _
"On", "Or", "Over", "The", "Through", _
"To", "Under", "Unto", "With"
Selection.Range.Case = wdLowerCase
Case "Usa", "Nasa", "Usda", "Ibm", "Nato"
Selection.Range.Case = wdUpperCase
End Select
Selection.MoveRight Unit:=wdCharacter, Count:=1
Selection.Find.Execute
Wend
MsgBox "Finished!", , "Fix All Caps in Text"
End Sub
'THE MACRO ENDS HERE

If you don't know how to use macros like that one, you can learn how here.

For more information, see our previous newsletter:

http://www.topica.com/lists/editorium/read/message.html?mid=1715274489

Thanks, John.

_________________________________________

RESOURCES

Microsoft's Disagreeably Facetious Type Glossary is hopelessly old-fashioned, unabashedly British, and a delight to read, and it will reveal the meaning of typography terms that you never even knew existed.

http://www.microsoft.com/typography/glossary/content.htm

Fixing All Caps in Text

The newsletter a couple of weeks ago featured a macro that would set all headings in a Word document in true title case, with articles and prepositions lowercased. But what if you have a document in which an author has typed other stuff in all caps--author names in footnotes, or book titles in body text? It would be nice to have a macro that would look for anything in all caps and turn it to title case. I've modified the macro to do just that:

'THE MACRO STARTS HERE
Sub FixAllCapsInText()
'Macro created 10/19/2003 by Jack M. Lyon
Selection.Find.ClearFormatting
With Selection.Find
.Text = "[A-Z]{2,}"
.Replacement.Text = ""
.Forward = True
.Wrap = wdFindStop
.Format = False
.MatchCase = False
.MatchWholeWord = False
.MatchAllWordForms = False
.MatchSoundsLike = False
.MatchWildcards = True
End With
Selection.Find.Execute
While Selection.Find.Found = True
Selection.Range.Case = wdTitleWord
Select Case Selection.Range
Case "A", "An", "As", "At", "And", "But", _
"By", "For", "From", "In", "Into", "Of", _
"On", "Or", "Over", "The", "Through", _
"To", "Under", "Unto", "With"
wrd.Case = wdLowerCase
Case "Usa", "Nasa", "Usda", "Ibm", "Nato"
wrd.Case = wdUpperCase
End Select
Selection.MoveRight Unit:=wdCharacter, Count:=1
Selection.Find.Execute
Wend
MsgBox "Finished!", , "Fix All Caps in Text"
End Sub
'THE MACRO ENDS HERE

If you don't know how to use macros like that one, you can learn how here:

The key to the macro is this line:

.Text = "[A-Z]{2,}"

That tells Word to do a wildcard search for two or more capital letters in a row. If you like, you can make that number larger to avoid such common acronyms as USA and NASA. A better way to take care of such items, however, is to list them in the following line of the macro:

Case "Usa", "Nasa", "Usda", "Ibm", "Nato"

For more information, see the newsletter here:

http://www.topica.com/lists/editorium/read/message.html?mid=1715119894

And the Readers Write column in last week's newsletter here:

http://www.topica.com/lists/editorium/read/message.html?mid=1715197755

And if you'd like more information about wildcard searching, feel free to download my paper "Advanced Find and Replace in Microsoft Word":

http://www.editorium.com/ftp/advancedfind.zip

Thanks to Linda Northrup for suggesting this topic.

_________________________________________

READERS WRITE

Jim Pinkham pointed out that the modified macro in last week's Readers Write column had a mistake on one line:

wrd.Case = wdUpperCase End Select

That should actually be two lines, like this:

wrd.Case = wdUpperCase

End Select

If you had trouble running the macro, that's why.

Johanna Murphy wrote:

"The Title Case Headings Macro is awesome! Although I would need one where you only change one level at a time. Also, I have created other styles which are named OUT and OUTNUMBER (with only 5 levels) that we use a lot in our law firm. How can I change the macro to specify those style names?"

I responded:

To use different styles with the macro, do this:

1. Delete these two lines:

For h = 1 To 9

Next h

2. Modify this line--

myHeading$ = "Heading" + Str(h)

--to something like this:

myHeading$ = "MyStyle"

Last week William T. Buckley wrote, "This is not a huge issue, but it does come up once in a while, especially in limited-space conditions. How do I produce a circled-c 'circa' sign or symbol, not to be confused with a (c) copyright symbol?"

Clarke P Gerber responded, "I've checked several specialist texts (including Chicago Manual of Style; NY Times Manual of Style and Usage) and cannot find any authority for using a circled 'c' as an abbreviation for circa. My own regional bible--The Cambridge Australian English Style Guide--says the following: 'When spelled out in full circa is often italicised. When abbreviated as c. or ca. it is now usually set in roman.'"

Thanks to Jim, Johanna, and Clarke for their messages.

_________________________________________

RESOURCES

The Microsoft Office Assistance page has a wealth of resources for Word users, including tips, templates, demos, and quizzes:

http://office.microsoft.com/assistance/

Page Down in Synch

Working on an index this week, I needed to ensure that pagination of the document I was indexing matched another document in which pagination had already been set. Because of the complexity of the material, I had to do this manually and visually, paging down in document 1, switching to document 2, paging down again, and then switching back to document 1. What a pain! It wasn't long before I found myself writing a macro to move down a page in both documents at once. Here it is, short but sweet:

'THE MACRO STARTS HERE
Sub PageDownInSynch()
Documents(2).Activate
Selection.GoTo What:=wdGoToPage
Documents(1).Activate
Selection.GoTo What:=wdGoToPage
End Sub
'THE MACRO ENDS HERE

If you don't know how to use macros like that one, you can learn how here:

For the macro to work, you must have two documents open in Word at the same time, and the process works best if you've sized and arranged the two documents vertically side by side. (Our Editor's ToolKit program includes an "Arrange Documents" macro that will do that for you instantly and automatically.)

For best results, assign the macro to a keyboard combination so you can quickly run it over and over with the touch of a key. You can learn how to do that here:

http://www.topica.com/lists/editorium/read/message.html?mid=1713088939

Now you can page through your documents, adjusting pagination as needed with manual page breaks (CTRL + ENTER). You'll probably find other uses for the macro as well. Enjoy!

_________________________________________

READERS WRITE

William T. Buckley wrote, "This is not a huge issue, but it does come up once in a while, especially in limited-space conditions. How do I produce a circled-c 'circa' sign or symbol, not to be confused with a (c) copyright symbol? I've looked at several grids and character maps, and don't find anything like what I need."

I was unable to find such a character, even in Unicode fonts. Do you, gentle reader, have an answer?

Preston Earle wrote, "Thanks for the improved Title Case macro. Is there a way to modify the macro such that it ignores a list of all-caps words like USA, NASA, MS (as in MS Word), and, perhaps, state abbreviations?"

I've now modified the macro to do this. Here's the new version:


'MACRO BEGINS HERE
Sub TitleCaseHeadings()
'Created by Jack M. Lyon
'
For h = 1 To 9
Selection.HomeKey Unit:=wdStory
Selection.Find.ClearFormatting
myHeading$ = "Heading" + Str(h)
Selection.Find.Style = ActiveDocument.Styles(myHeading$)
With Selection.Find
.Text = ""
.Replacement.Text = ""
.Forward = True
.Wrap = wdStop
.Format = True
.MatchCase = False
.MatchWholeWord = False
.MatchWildcards = False
.MatchSoundsLike = False
.MatchAllWordForms = False
End With
Selection.Find.Execute
While Selection.Find.Found = True
Selection.Range.Case = wdTitleWord
For Each wrd In Selection.Range.Words
Select Case Trim(wrd)
Case "A", "An", "As", "At", "And", "But", _
"By", "For", "From", "In", "Into", "Of", _
"On", "Or", "Over", "The", "Through", _
"To", "Under", "Unto", "With"
wrd.Case = wdLowerCase
Case "Usa", "Nasa", "Usda", "Ibm", "Nato"
wrd.Case = wdUpperCase   End Select
Next wrd
wrdCount = Selection.Range.Words.Count
Selection.Range.Words(1).Case = wdTitleWord
Selection.Range.Words(wrdCount - 1).Case = wdTitleWord
strLength = Selection.Range.Characters.Count
For i = 1 To strLength
If Selection.Range.Characters(i) = ":" Then
Selection.Range.Characters(i + 2).Case = wdTitleWord
End If
Next i
Selection.Find.Execute
Wend
Next h
MsgBox "Finished!", , "Title Case Headings"
End Sub
'MACRO ENDS HERE

The line that makes the difference is this one:


Case "Usa", "Nasa", "Usda", "Ibm", "Nato"

Feel free to modify that line to suit your needs. The items I've included are just examples. Notice, though, that for the macro to work, you must type your items not in all caps (USA) but in title case (Usa). That's because the macro has already put the whole *line* in title case, so you're now specifying words in title case that you want to be in all caps.

Many thanks for the help, questions, and suggestions.

_________________________________________

RESOURCES

SoftSnow offers some very interesting software that may come in handy if you're involved in electronic publishing or converting documents to HTML. Book Proofer and HTML Book Fixer look especially interesting:

http://www.softsnow.biz/index.shtml